New energy vehicle super fast charging era is coming to charging and slow charging, it is difficult to meet the turnaround

On August 30, the reporter of the Securities Daily learned from the Sinopec News Office that Sinopec's first community super charging station, Lotus Super Charging Station, was completed and put into operation in Longyan City, Fujian Province. The planned area of ​​this project is about 4,800 square meters, and can be charged for 24 vehicles. It integrates refueling, charging, photovoltaic, and rest. It can be full of ordinary household cars with a battery life of about 400 kilometers as soon as 25 minutes. About 3 million kilowatt -hours, helping energy green and low -carbon transformation.

This is not the first time that Sinopec has deployed a super charging station. In early August, Sinopec's first "Photovoltaic Charging" Cannestelling Project in cooperation between Fujian Petroleum and Ningde Times in Fujian was completed and put into operation at the gas station of Ningde and Fujian Road, Fujian.

At the same time, traditional energy companies such as British Petroleum Corporation (hereinafter referred to as BP), Shell, and car companies such as ideal cars and Xiaopeng Automobile are also accelerating the layout of high -voltage fast charging.

As the amount of new energy vehicles continues to increase, the problem of slow charging and charging is increasingly apparent. How to solve this problem? This has become an area where energy companies and car companies are constantly exploring.

The era of super fast charging is coming

Traditional energy companies are constantly exerting their efforts in the field of super fast charging.

It is understood that the BP electrification and mobile travel department (BP Pulse) and Avita Technology will jointly invest in more than a hundred ultra -fast charging stations in 19 cities in China by the end of 2023. The BP Pulse will be responsible for the construction and construction of charging stations and Operation. The power station is equipped with a charging power charging power up to 240kW, and the charging can last for 200 kilometers in 10 minutes.

In this regard, Xu Xiaoyan, vice president of China ’s BP charging and travel business, recently told the Securities Daily that for energy companies, strengthening the multi -track layout in the field of electric vehicles has important strategic significance for energy transformation. High -pressure fast charging can open up new use scenarios to serve more diversified customer groups. At the same time, similar to refueling speed, it can reduce the time of vehicle residence, thereby improving the utilization rate of stations and improving operating efficiency. The upgrade of high -voltage charging piles is relatively easy, and its high -voltage and low -current design is much lower than the design cost of low -voltage and large current.

Sinopec told the "Securities Daily" reporter that the company actively embraces the development of transportation energy, increases reasonable planning and use of existing venues to build the infrastructure of charging and replacement stations, consolidate the leading advantages of the hydrogen energy industry, accelerate the creation Comprehensive plus energy stations are planned to build 5,000 charging and replacement stations by 2025, and forge a strong and efficient industrial chain.

In addition to energy companies, car companies' explorations in ultra -fast filling are also more active.

Recently, the ideal automobile power semiconductor research and development and production bases were officially launched in the Suzhou High -tech Zone, Jiangsu, which marked the formation of the independent industrial chain layout of the next generation of high -voltage power -driven technology.

Not only the ideal car. Not long ago, Xiaopeng Automobile also announced that 1,000 self -operated charging stations were launched. This is also the first time in the country with the latest generation of ultra -fast charging S4.

In this regard, Qi Haizheng, the president of Beijing Extreme Sunshine New Energy, told a reporter from the Securities Daily that under the premise of ensuring the safety of power battery charging, increasing charging voltage and increasing current charging must be the goal of struggle in the charging field. Continuous efforts are needed for charging time and reducing user waiting time.

All parties in the market are constantly layout

In the process of the development of new energy vehicles, slow charging and difficulty in charging have always restricted its development. Especially on the high -speed road on holidays, new energy car owners often cause the "spitting" of new energy owners. With the increase of new energy vehicles, charging infrastructure has not improved accordingly.

Data show that in the first half of this year, the production and sales of new energy vehicles completed 2.661 million and 2.6 million, respectively, an average of 1.2 times a year -on -year increase. The scale of production and sales was innovative, and the market penetration rate was 21.6%.

Therefore, in order to alleviate the "mileage anxiety" and "replenishment anxiety" of electric travel, the layout of super fast charging is the general trend. The 800V high -voltage fast charging has become the focus of the industry's layout.

It is worth mentioning that in order to ensure the product power of the ultra -fast and pure electric model, the ideal car series model will be equipped with a silicon -based high -voltage high -voltage drive system with a silicon -based power module to give full play to the characteristics of the third -generation semiconductor high -voltage resistance and high temperature resistance. , Greatly improve the performance of power density and system efficiency.

"For car companies, in order to increase brand value. By providing high -voltage fast charging to car owners, the anxiety of users in the process of purchasing electric vehicles, enhanced the charging experience, and then promoted the process of electrification." Xu Xiaoyan also told that Xu Xiaoyan also told that Reporter, the high -voltage platform means that the current is smaller, the less heat consumption is, the higher the thermal consumption, the less the system efficiency, the more energy density of the battery, and the less space occupation space. Driven by the gradually mature brand charging and replacement system and direct sales model, layout of high -voltage fast charging can improve brand services, provide customers with a better experience, expand the charging scenario, and prepare for the potential energy business in the future.

With the continuous layout of high -voltage and fast charging in the market, problems such as slow charging and charging are also expected to usher in a transfer.

CICC Research Report mentioned that with the 800V models such as the Fox Alpha S, Avita 11, Xiaopeng G9, and Great Wall Meeton, it was listed in succession during the year, and in 2022, it became the first year of mass production of 800V models.

Western Securities also believes that as new energy vehicles have continued to increase the production and sales and preservation of new energy vehicles, problems such as "equivalent difficulties" are prominent.Many car companies have applied high -voltage fast charging, and the fast charge came by the wind in the first year.Reporter Li Chunlian

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